Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ...

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large windfall, you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing this.

When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

Investing is what you do with the savings you have - if you are looking to generate a greater return on your money than is available to you through your savings instruments.

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances. An expert will be able to help you plan your taxes in advance ...

Testimonials

Ms PA Richards - Barton On Humber

Dear Sir

I just wanted to send you a quick note to say thank you to your adviser, John Moore.

I’ve known John for about 6 years and in that time he has helped with my investments and explained everything clearly in language that I understood. It was important to him that I understood what I was doing. This was unlike my previous experience of investing where I didn’t really feel valued.

The main reason that prompted my letter is that recently I received a letter from my bank that I didn’t really understand and so ignored it. When John came to review my investments and sort out my paperwork he discovered this letter and asked about it. It appeared that my bank wanted to review the investment advice that I had received over the phone. My hearing isn’t very good and so I told John that I wouldn’t be doing it.

Having my best interests at heart, John offered to be present at the interview and if I gave my permission he would listen to the questions and relay them to me so I could hear them. He gave up an hour of his time on 2 occasions to help with this process and relayed my answers to the reviewer which was a great help.

If it hadn’t been for John I would not have made the call and so I would have missed out on the compensation I received for investment misselling. I received a total of £7,000 from my bank.

John has received no payment for this and has refused to accept anything from me. Apart from family he is the only person to look out for me and I thought that you should know that he is not only a fantastic adviser but also a lovely person whose help and assistance I could not do without.

Peter and Rose Inchliffe - Scunthorpe

We first met John Moore in 2008 when he provided us with financial advice. We were impressed with his honest, professional and straight forward approach, so we continued to seek his advice and still do to this day. We had previously used our bank adviser.

On a previous investment, we were given incorrect information on two separate occasions by the bank adviser and the company. John helped us recover a substantial sum from the company. He made several phone calls and wrote several letters without any benefit to himself.

We would not use any other adviser even though we are asked on every visit to the bank. He makes us feel that we are his priority and we would not hesitate in recommending his services to anyone else.

Cliff Buckley - Barton upon Humber, North Lincolnshire

I have been dealing with John Moore as my financial adviser for over 7 years. I previously used Lloyd’s Private Banking but transferred fully to John when my wife Chrissie passed away in 2009. My previous adviser showed little interest, however John came to my help at a very difficult time. John’s professionalism, knowledge and advice were invaluable and I have continued to use his service on a regular basis.

I have recommended John to many friends and associates who have all been delighted with the friendly and professional service he has provided. I will continue to recommend in the future.

Mr R E - Telford

Nick has provided Financial Advice to myself and my family for over 15 years, and has always provided us with the highest level of advice and service throughout that time. I consider him now to be not only a Financial Adviser of the highest possible calibre, but also a very good and trusted friend.

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